A Breach of Trust....Either You Are a Fiduciary, or You Are Not.

A Breach of Trust....Either You Are a Fiduciary, or You Are Not.

A fiduciary is a person or organization that acts on behalf of another person or persons, putting their client’s interest above their own in all instances. Being a fiduciary requires being bound, both legally and ethically, to act in their client’s best interest. In essence, they are the guardians of their client’s money.

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This Time Really Isn’t Different

Anytime the blended price of America’s 500 largest companies (S&P 500) drops by 34%, you know that there is something significantly wrong going on. This is the fourth time we have experienced this magnitude of decline in my thirty four year career and every time such an event comes around, we tend to surmise that, “this time it is different”. We conclude this because the details each crisis are fundamentally different from anything we have before faced.

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Video: How to Choose the Right Investment Advisor

When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile. Would you like to learn from a retirement specialist who has worked with retirees for the last 30 year? Scott M.

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